Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.617 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49398.69 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45337.15 Kr¶
PnL: ---------------------------------------> 281.15 Kr¶
DD now: ---------------------------------> -7.006 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:05:38.051874'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.440000 | 1660.410000 | 191.410000 | 13.030000 | 1468.999998 |
| Sedana Medical | 93 | -0.350000 | 2652.360000 | 131.360000 | 5.210000 | 2521.000011 |
| Orrön Energy | 180 | -1.630000 | 2166.300000 | 123.300000 | 6.040000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | -0.120000 | 1018.800000 | 57.800000 | 6.010000 | 960.999996 |
| Atrium Ljungberg B | 5 | -1.010000 | 985.000000 | 50.000000 | 5.350000 | 935.000000 |
| VEF | 909 | -0.860000 | 1892.540000 | 42.540000 | 2.300000 | 1850.000436 |
| Hoist Finance | 35 | -0.340000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| Catena | 2 | -1.670000 | 824.800000 | 32.800000 | 4.140000 | 792.000000 |
| JM | 6 | -0.930000 | 894.000000 | 30.000000 | 3.470000 | 864.000000 |
| Sagax B | 4 | -1.870000 | 880.400000 | 26.400000 | 3.090000 | 854.000000 |
| Sagax A | 4 | -2.230000 | 876.000000 | 22.000000 | 2.580000 | 854.000000 |
| Hexatronic Group | 12 | -1.510000 | 986.640000 | 19.640000 | 2.030000 | 966.999996 |
| Byggmax Group | 33 | -0.340000 | 970.200000 | 14.200000 | 1.490000 | 956.000001 |
| Bilia A | 8 | -0.350000 | 912.800000 | 12.800000 | 1.420000 | 900.000000 |
| Biotage | 7 | -0.580000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| BioGaia B | 8 | -1.010000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Clas Ohlson B | 12 | -0.490000 | 979.200000 | 6.200000 | 0.640000 | 972.999996 |
| AcadeMedia | 8 | 0.100000 | 406.800000 | 4.800000 | 1.190000 | 402.000000 |
| OX2 | 13 | -0.070000 | 954.200000 | 4.200000 | 0.440000 | 949.999999 |
| HEXPOL B | 9 | -0.260000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Gränges | 9 | -1.240000 | 930.600000 | 2.600000 | 0.280000 | 927.999999 |
| ASSA ABLOY B | 3 | 0.150000 | 780.900000 | 1.900000 | 0.240000 | 779.000001 |
| EQT | 4 | -1.670000 | 822.400000 | -9.600000 | -1.150000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.150000 | 952.000000 | -15.000000 | -1.550000 | 966.999999 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| SKF B | 5 | -0.190000 | 916.500000 | -23.500000 | -2.500000 | 940.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Vitec Software Group B | 2 | -0.090000 | 1058.000000 | -29.000000 | -2.670000 | 1087.000000 |
| Addnode Group B | 11 | -1.830000 | 885.500000 | -35.500000 | -3.850000 | 921.000003 |
| Indutrade | 5 | -0.710000 | 1181.500000 | -36.500000 | -3.000000 | 1218.000000 |
| Latour B | 4 | -0.490000 | 812.000000 | -45.000000 | -5.250000 | 857.000000 |
| Bufab | 3 | -1.140000 | 1038.600000 | -70.400000 | -6.350000 | 1109.000001 |
| Hexagon B | 26 | -1.550000 | 3380.000000 | -81.000000 | -2.340000 | 3461.000010 |
| INVISIO | 16 | -0.660000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| BHG Group | 97 | -1.620000 | 1358.970000 | -100.030000 | -6.860000 | 1458.999989 |
| TOTAL | 45301.370000 | 245.370000 | -7.09397% | 45056.000411 |
Updated:¶
'2023-07-05 09:04:40.817376'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
